User guidance

Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Guide users through the Case Lifecycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks. Generate and send automated emails during the Case Life Cycle to notify customers and users of changes to a Case.

Beginner

Case Management

Inglese

After completing this module, you should be able to:

Describe the role of Case Status in Case processing.

Identify when Case Status changes occur during Case processing.

Identify the role of instructions in assigning Tasks to users.

Describe the key considerations for configuring email correspondence.

Practice what you learned in the following Challenge:

Setting Case Status v8

Topics

Case Status

5 mins

Assignment instructions

5 mins

Email correspondence

10 mins

Module Quiz

5 mins